Published On Aug 13, 2021
Want to work with clients in ClickUp but are confused as to whether you should use a Public View, Guest Access, Dashboard / Client Portal, or something else?
In this video, we'll explain the difference between the most common ways of working with clients in ClickUp PLUS share our ClickUp best practice.
📌 Check out part 2 of this video here: • How to Build a Client Portal OUTSIDE ...
What we'll cover:
00:00 - Introduction
00:46 - What is a Guest in ClickUp?
Get the most out of your allotted Guest seats by using our FREE ClickUp Calculator here: https://processdriven.co/calculator/
02:14 - What is a "public view"?
04:37 - There IS a hybrid option here!
06:24 - Should I invite my client as a Guest or share a public view?
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